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Building 2WESTHAMPTON CAPITAL

Map pinWINSTON-SALEM, NC
Phone336-725-5579
NotebookSEC #801-80073
Total AUM
$238.5M
Employees
4
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2150 COUNTRY CLUB RD
SUITE 250
WINSTON-SALEM
NC 27104
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
336-725-5579

ReceiptFinancials

Total AUM
$238.5M
Accounts
256
Discretionary
$238.5M
Accounts
256
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
105
AUM
$25.4M
HNW Individual Clients
37
AUM
$212.5M
Charitable Organization Clients
1
AUM
$686.5K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINNCSCVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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